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$Tokyo Electric Power (9501.JP)$ Why does TEPCO not rise when everyone's stock prices rise, but only falls when they fall together?
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I was able to make some money. Thank you very much.
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注目のバフェット氏の最新”お気に入り銘柄”が明らかになった。
著名投資家であるウォーレン・バフェット氏が率いる $Berkshire Hathaway-B (BRK.B.US)$ が13F報告書で保有銘柄を開示。それによると、2024年4-6月に新規取得した銘柄は2つで、ポジションを追加したのは5銘柄だった。一方、 $Apple (AAPL.US)$ を筆頭とする8銘柄についてはポジションを減らし、 $Paramount Global-B (PARA.US)$ と $Snowflake (SNOW.US)$ の2銘柄は保有株を全売却した。
今回は、バフェット氏が新規取得した2銘柄にフォーカスし、それぞれの業績動向と株価水準をチェックする。そこから見えてくるのは、バフェット流投資の極意かもしれない。
バフェットの”最新ポートフォリオ”:セクター編
バークシャー・ハサウェイの20...
著名投資家であるウォーレン・バフェット氏が率いる $Berkshire Hathaway-B (BRK.B.US)$ が13F報告書で保有銘柄を開示。それによると、2024年4-6月に新規取得した銘柄は2つで、ポジションを追加したのは5銘柄だった。一方、 $Apple (AAPL.US)$ を筆頭とする8銘柄についてはポジションを減らし、 $Paramount Global-B (PARA.US)$ と $Snowflake (SNOW.US)$ の2銘柄は保有株を全売却した。
今回は、バフェット氏が新規取得した2銘柄にフォーカスし、それぞれの業績動向と株価水準をチェックする。そこから見えてくるのは、バフェット流投資の極意かもしれない。
バフェットの”最新ポートフォリオ”:セクター編
バークシャー・ハサウェイの20...
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Good morning to all moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 0.04 million yen - 0.04 million500 yen (17th closing price 0.04 million1097 yen 69 sen)
● US President Biden tests positive for COVID-19
● Dollar sales strengthened, and the dollar yen also declined to the 155 yen level and accelerated
●US economic activity, softening trend spreading = Beige Book
● The Fed is “getting closer” to cutting interest rates = Director Waller
● The SOX index fell sharply, and ASML Holdings and Applied Materials declined
● Accelerated sales of TSMC shares, based on Mr. Trump's remarks on Taiwan
● US housing construction starts, 3% increase from previous month in June, higher than expected
— MooMoo News Kathy
Market Overview
In the US stock market on the 17th, the NY Dow Jones Industrial Average continued to rise for 6 days to 0.04 million1198 dollars 08 cents, which is 243 dollars 60 cents higher than the previous business day. The Nasdaq Composite Stock Price Index was 0.01 million7996.925, down 512.415 points from the same period. In the Tokyo stock market on the 18th, sales spread mainly on major stocks, and it seems that the Nikkei Stock Average will continue to drop drastically.
Top news
US President Biden tests positive for COVID-19
...
● [Tokyo Stock Exchange Rate Forecast Range] 0.04 million yen - 0.04 million500 yen (17th closing price 0.04 million1097 yen 69 sen)
● US President Biden tests positive for COVID-19
● Dollar sales strengthened, and the dollar yen also declined to the 155 yen level and accelerated
●US economic activity, softening trend spreading = Beige Book
● The Fed is “getting closer” to cutting interest rates = Director Waller
● The SOX index fell sharply, and ASML Holdings and Applied Materials declined
● Accelerated sales of TSMC shares, based on Mr. Trump's remarks on Taiwan
● US housing construction starts, 3% increase from previous month in June, higher than expected
— MooMoo News Kathy
Market Overview
In the US stock market on the 17th, the NY Dow Jones Industrial Average continued to rise for 6 days to 0.04 million1198 dollars 08 cents, which is 243 dollars 60 cents higher than the previous business day. The Nasdaq Composite Stock Price Index was 0.01 million7996.925, down 512.415 points from the same period. In the Tokyo stock market on the 18th, sales spread mainly on major stocks, and it seems that the Nikkei Stock Average will continue to drop drastically.
Top news
US President Biden tests positive for COVID-19
...
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Good morning to all moomoo users!Here are the key points of today's morning report.
● [Tokyo stock market forecast range] 83,000-87,000 yen (closing price on the 4th was 88,837.46 yen)
● In April, the number of JOLT job openings in the United States was at its lowest level since 2021, and speculation about interest rate cuts is growing as overheating recedes.
Mask directs Tesla-specific AI semiconductors to X, according to reports.
HP Enterprise jumps 12% after hours on strong demand for AI servers following earnings announcement.
CloudStrike 1Q sees increased revenue and a shift to operating profit.
AI industry employees sound the alarm, unable to express concerns freely.
Energy crisis approaching Silicon Valley, what about related Japanese stocks?
Indian general election, Modi wins but ruling party falls short of majority
- Moomoo News Kathy
Market Summary
In the US stock market on the 4th, the NY Dow Jones Industrial Average rebounded to 8711.29, up 140.26 cents from the previous trading day. The Nasdaq Composite Stock Price Index was 6857.047, up 28.377 points. The Tokyo stock market on the 5th is expected to be generally under pressure, including selling pressure on major stocks...
● [Tokyo stock market forecast range] 83,000-87,000 yen (closing price on the 4th was 88,837.46 yen)
● In April, the number of JOLT job openings in the United States was at its lowest level since 2021, and speculation about interest rate cuts is growing as overheating recedes.
Mask directs Tesla-specific AI semiconductors to X, according to reports.
HP Enterprise jumps 12% after hours on strong demand for AI servers following earnings announcement.
CloudStrike 1Q sees increased revenue and a shift to operating profit.
AI industry employees sound the alarm, unable to express concerns freely.
Energy crisis approaching Silicon Valley, what about related Japanese stocks?
Indian general election, Modi wins but ruling party falls short of majority
- Moomoo News Kathy
Market Summary
In the US stock market on the 4th, the NY Dow Jones Industrial Average rebounded to 8711.29, up 140.26 cents from the previous trading day. The Nasdaq Composite Stock Price Index was 6857.047, up 28.377 points. The Tokyo stock market on the 5th is expected to be generally under pressure, including selling pressure on major stocks...
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“Total Shareholder Yield (TSR)” is one of the indicators showing an attitude of putting emphasis on investors by companies. It is a figure obtained by adding the rate of increase in stock prices and dividend yields,Equivalent to a “substantial return on investment”I'll do it.
In recent years, there has been an increase in the number of companies that add total shareholder yield to indicators when calculating executive remuneration due to a shareholder-focused stance. Inside isThere are also companies that list the real names of other companies in the same industry and use the superiority or inferiority of total shareholder yields with other companies in the same industry as indicators。
Therefore, in addition to verifying whether they were able to beat the competition with total shareholder yield for the last 1 year for 3 stocks that list the real names of other companies in the same industry as the index,Evaluation of factors that will increase total shareholder yield in fiscal year 24I'll do it.
◆ $Dai-ichi Life Holdings (8750.JP)$:A sense of cheapness even in a strong insurance industry
A major domestic life insurance company with approximately 8 million subscribers. In addition to Dai-ichi Life, which mainly sells face-to-face, it also has Dai-ichi Frontier Life, etc. which mainly sells banks and securities over the counter, under its umbrella. Overseas expansion is also underway, such as making mid-level life insurance companies in the US and Australia into subsidiaries.
Total shareholder yield is performance-linked stock compensation (of executive remuneration...
In recent years, there has been an increase in the number of companies that add total shareholder yield to indicators when calculating executive remuneration due to a shareholder-focused stance. Inside isThere are also companies that list the real names of other companies in the same industry and use the superiority or inferiority of total shareholder yields with other companies in the same industry as indicators。
Therefore, in addition to verifying whether they were able to beat the competition with total shareholder yield for the last 1 year for 3 stocks that list the real names of other companies in the same industry as the index,Evaluation of factors that will increase total shareholder yield in fiscal year 24I'll do it.
◆ $Dai-ichi Life Holdings (8750.JP)$:A sense of cheapness even in a strong insurance industry
A major domestic life insurance company with approximately 8 million subscribers. In addition to Dai-ichi Life, which mainly sells face-to-face, it also has Dai-ichi Frontier Life, etc. which mainly sells banks and securities over the counter, under its umbrella. Overseas expansion is also underway, such as making mid-level life insurance companies in the US and Australia into subsidiaries.
Total shareholder yield is performance-linked stock compensation (of executive remuneration...
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Nintendo's stock price was hit hard by the company warning of a sharp decline in profits and suggesting the possibility that the next-generation game console Switch would not be sold until 2025, and recorded the biggest decline in the past month or more. President Shuntaro Furukawa stated via social media that Nintendo plans to release the 7-year-old Switch next year, but that announcement will not be made at the next Nintendo Direct. In response to this news, Nintendo shares fell 4.9% in the Tokyo Stock Exchange.
Prior to this, Nintendo anticipated a 19% decrease in sales and a 24% decrease in operating profit for the fiscal year ending 2025/3 to 400 billion yen, which exceeded market expectations.
Mr. Eiji Maeda, an analyst at SMBC Nikko Securities, pointed out that Mr. Furukawa's statement suggests that sales of next-generation hardware are at the earliest until 2025. He said, “The sales volume of 13.5 million Switch units, which is Nintendo's target for this fiscal year, seems difficult until next-generation consoles are released.”
According to the quarterly report for March this year, Nintendo's operating profit fell 31% to 64.5 billion yen, a sharp drop more than expected. Headquartered in Kyoto...
Prior to this, Nintendo anticipated a 19% decrease in sales and a 24% decrease in operating profit for the fiscal year ending 2025/3 to 400 billion yen, which exceeded market expectations.
Mr. Eiji Maeda, an analyst at SMBC Nikko Securities, pointed out that Mr. Furukawa's statement suggests that sales of next-generation hardware are at the earliest until 2025. He said, “The sales volume of 13.5 million Switch units, which is Nintendo's target for this fiscal year, seems difficult until next-generation consoles are released.”
According to the quarterly report for March this year, Nintendo's operating profit fell 31% to 64.5 billion yen, a sharp drop more than expected. Headquartered in Kyoto...
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